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Introducing Copilot for Clever Data Validation for Microsoft Dynamics 365 Business Central

Introducing Copilot for Clever Data Validation for Microsoft Dynamics 365 Business Central

Clever Dynamics are excited to announce the launch of Microsoft Copilot for their existing app, Clever Data Validation. Clever Data Validation is an essential app for users of Microsoft Dynamics 365 Business Central. 

Now in preview on Microsoft AppSource, the Copilot capabilities of Clever Data Validation enable customers of Business Central to effortlessly generate data validation rules that are crucial for data accuracy and reporting reliability.

At Clever Dynamics, we want to make Dynamics 365 Business Central work even better for you, especially if you work in manufacturing or distribution. Our apps are easy to install and use, and the addition of Microsoft Copilot shows how much we care about making things simpler for you.

It’s all part of our focus on continuous improvement that saw 111 Clever Dynamics App updates in 2023.

 

So how does Microsoft Copilot for Clever Data Validation Work?

 

Do you have to fix your data before you can carry on with specific tasks? Are your co-workers dependent on you to tell them what data to enter when setting up new master records or creating documents? Finding that your reporting is unreliable because some data is incomplete?

Clever Data Validation makes the process of setting up new master data (such as customers, vendors, items or resources) or creating documents quicker to prevent simple, avoidable errors in your data in Microsoft Dynamics 365 Business Central.

Whilst using Clever Data Validation is simple, defining data validation rules can be complex, especially if you wish to ensure the data entered complies with a specific data format. But what if you could setup your data validation rules using plain English?

Microsoft Copilot is the AI-powered assistant that helps spark creativity, boost productivity and eliminate tedious tasks.

Using Copilot for Clever Data Validation templates allows you to define your rules in plain English, using language that system administrators understand and can be copied directly from business process documents. Rules can be defined simply by asking Copilot requests such as:

“VAT registration number must be mandatory and meet the UK VAT number format.”

“Item Descriptions must be longer than 10 characters.”

“Ship-to Post code must be in a valid post code format.”

“Credit limit must have a value and be less than £10,000.”

From version V1.4 of Clever Data Validation onwards ,Copilot is fully embedded. From the Data Validation Template select Suggest Rules and freely describe the rules you require:

a screenshot showing copilot within data validation

Copilot will then analyse the text entered and suggest a series of rules to meet those requirements:

a screenshot showing copilot suggesting a series of rules in Microsoft Dynamics 365 business central

Suggestions can then be accepted, modified or discarded.

Using Copilot with Clever Data Validation significantly reduces the time required to set up data validation templates and negates the need to understand how to create complex rules to ensure the data meets specific formatting requirements.

If you’d like to find out more about Copilot with Clever Data Validation or have any questions, please get in touch.

Or if you want to try it out? You can find it here on Microsoft AppSource or simply select it from the Microsoft AppSource page within your Business Central solution.